Loras Experience: New Program Makes Certification Possible

Beginning January 2021, Loras College, in collaboration with Dalton Education, will offer a Certified Financial Planning Certification Education that fulfills the education requirements necessary to sit for the CFP® exam.

In this nine-month virtual program, students will learn from nationally-recognized experts in their fields and in strategies for successful completion of the CFP Exam. It offers a flexible yet structured learning path, providing students with practical, applied knowledge.

“The Loras College community has always been defined by strong relationships and a proactive, service mindset,” Brian Kallback, assistant professor of finance, said. “Through our coaching, all students enrolled in our CFP program will receive one-on-one, individualized coaching and mentoring from Loras faculty members who have written CFP exam questions, textbooks, and hold their CFP® designations.”

The program is open to anyone interested in attaining CFP® certification. It is well-suited for new financial professionals looking to build a solid career foundation, mid-career professionals looking to advance in their current position, career changers looking to enter the financial planning profession, financial advisors looking to enhance their earning potential and professionals committed to maximizing client satisfaction.

What sets the Loras program apart is the commitment of the faculty to student success. According to Kallback, students will have the full support of instructors throughout the process.

“Students will receive a phone call every four weeks, along with notes of encouragement, congratulations, and guidance throughout their coursework. Ensuring strong, caring relationships is what the Duhawk community is all about. We look forward to continuing that tradition within our CFP® Program,” he said.

Dalton Education, a Leeds Equity Partners and CeriFi portfolio company, is a leading provider of education solutions for financial planning and insurance professionals. The company partners with some of the nation’s premier universities to deliver the highest quality of CERTIFIED FINANCIAL PLANNER™ (CFP® certification) education and offers the industry-leading Dalton Review® for the CFP® exam. Dalton Education’s high-quality curriculum and instruction have consistently led to the highest CFP® exam pass rates in the country, with over 90% of Dalton Education students ultimately becoming a CFP® professional.

For more information and apply for the program, visit the Certified Financial Planning Certification Education page today.

About Loras College
Founded in 1839, Loras College leverages its historic roots as Iowa’s first college, the second oldest Catholic college west of the Mississippi River and one of the nation’s 10 diocesan colleges to deliver challenging, life-changing experiences as part of its residential, Catholic setting. In 2020, Loras was ranked the 16th Best Regional College in the Midwest by U.S. News & World Report and one of America’s Top 200 Most Loved Colleges/Universities by Forbes Magazine for the fourth consecutive year. Loras students ranked No. 2 in the world as part of the global Peeptrade Investment Challenge while a second group ranked No. 4. For the 12th consecutive year, Loras Media Studies student-led television station (LCTV) was named the TV Station of the Year by the Iowa College Media Association (ICMA).